Maximo - Standard Operating Procedures
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Below is a list of standard operating procedures (SOP's) & training videos related to Maximo and EZMaxMobile (EMM). As of 7/1/2024 these are no longer updated. Please refer to the Maximo How-Tos for the most up to date information.
SOPs
Administration
Customer Service/ EMCS
C1 - Emergency SR Dispatch
C2 - Pest SR Dispatch
iOS/iPad Device and EZMaxMobile Setup
E1 - Setup of an iOS Device
E2 - Setup of Cornell E-mail on an iOS Device
E3 - EZMaxMobile Install and Setup on an iOS Device
FM Procurement Group
P1 - Create a Desktop Requisition in Maximo
- P1a - Create a Desktop Requisition in Maximo for Tools
P2 - Review, Edit, and Submit a Draft Desktop Requisition
P3 - Request for Quotation or to Fill an eShop Cart using PR Application
P4 - Create a Maximo PO from a PR and Place Order
P5 - Receive on a Maximo PO
Preventive Maintenance
PM1 - PM Work Order Status Change Request
PM2 - PM Turn off Process
Reference Information
REF1 - Maximo Facilities Management GL Account Information
REF2 - Maximo SR Classifications, Service Groups, Services
REF3 - Maximo SR and WO Status Definitions
REF4 - How to find WO and PM Info about assets in Maximo
REF5 - Maximo WO Work Types
REF6 - Person Groups
REF7 - Maximo Searching Tips
REF8 - Viewing SR and WO Cost Information in Maximo
REF9 - Maximo Crews
REF10 - Priority Levels
REF11 - SR Classification and Resolution-Closure
FC1 - SR Workflow Overview (non-emergency RMS SRs for FCS)
Trades
Maximo Specific
T3 - Submit a Material Requisition in Maximo
- T3a - Submit a Material Requisition in Maximo for Consumables
T7 - Enter Labor and Work Logs in Maximo
T8 - Enter Condition Monitoring Readings on a WO in Maximo
EZMaxMobile (EMM) Specific
T1 - Submit a Material Requisition in EZMaxMobile (.pdf)
T2 - Look Up Material Order Information in EZMaxMobile (.pdf)
T4 - View and Record Information on a Work Order (EMM) (.pdf)
- T4a - Enter Condition Monitoring Readings on a WO in EZMaxMobile (.pdf)
T5 - EZMaxMobile Offline Functionality (.pdf)
T6 - EZMaxMobile Work Order Searching Tips (.pdf)
T9 - Order Consumable Items in EZMaxMobile (.pdf)
T10 - How to use My Work Schedule view in EZMaxMobile (.pdf)-
REF T1 - View Floor Plans and Asbestos Survey Information from EZMaxMobile (.pdf)
Unit Facility Representatives (UFR's)
U1 - Evaluate and Triage a Service Request
- U1a - Repairs as a Result of Compliance and Related Inspections
- U1b - Fume Hood Hibernation-Un-Hibernation
U2 - Create and Submit a Service Request in Maximo
U3 - Triage Emergency Service Request
U4 - Prepare Internally Issued Service Request
U5 - Complete Work Order on Internally Issued SR
U6 - Submit a Change Order for an Existing SR
Zone Management
Z1 - Evaluate and Triage a Service Request
- Z1a - Repairs as a Result of Compliance and Related Inspections
- Z1b - Fume Hood Hibernation-Un-Hibernation
Z2 - Assign Work Order in WO Tracking - Foreperson
Z3 - Assign Work Order in Assignment Manager - Foreperson
Z4 - Assigning Children Work Orders - Foreperson
Z5 - Receive a Change Order Request
Z6 - Reviewing Unresolved SRs in Maximo
Training Videos
Maximo
Indicating Craft/Labor Requirements on a Work Order
Start Centers Mini Training (Zoom recording, 5/10/22)
Maximo Modules Overview Mini Training (Zoom recording, 5/17/22)
Tips and Tricks for Searching within Maximo Mini Training (Zoom recording, 5/19/22)
Procurement - How to create a Materials Request in Maximo Mini Training (Zoom recording, 5/24/22)
Service Requests and Work Orders Overview (incl. Statuses) Mini Training (Zoom recording, 5/31/22)
EZMaxMobile
EMM Basics Start Center Mini Training (Zoom recording, 5/12/22)
Procurement- How to create a Materials Request in EMM Mini Training (Zoom recording, 5/26/22)